Highline Private Wealth, LLC

Overview

Highline Private Wealth, LLC is a very small, independent RIA that serves individual and family clients with a fee‑based, assets‑under‑management model. The firm’s advisory activity centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers when clients need capabilities beyond the firm’s in‑house offerings. Highline identifies itself as a capital allocator, which means it builds client portfolios using third‑party managers and pooled vehicles rather than relying solely on in‑house, single‑security strategies. Investment preferences skew toward pooled public funds for core exposures, supplemented by allocations to alternative strategies—primarily hedge funds, private and public real estate, and REITs—when appropriate for client objectives. The firm does not position itself as an active environmental, social, and governance (ESG) investor and is not registered as a multi‑state adviser; its operating footprint and product choices reflect a focused, boutique practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices